Your next challenge:
- Collect and analyze financial information
- Make investment proposals to private clients in accordance with the investment strategy, and respecting their personal situation and risk profile
- Track investments in close contact with customers, react if necessary, and manage alerts
- Actively participate in market meetings of management and advisory teams
- Host market meetings in front of sales teams, and accompany them in customer appointments and investment proposals to clients
- Diversify
portfolio management, control of key asset classes (equities, bonds, foreign
exchange markets)